TRUST UWILL PERRY F RICH

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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year

1987

Legal Domicile

Phone

6176641099

Tax Period

2024-10-01 to 2025-09-30

TRUST UWILL PERRY F RICH, founded in 1987, is a micro nonprofit that reported $77K in total revenue in fiscal year 2024. Revenue grew 16% year-over-year, indicating healthy expansion. The organization ran a surplus of $40K, a strong 52% operating margin.

Mission

TO PROVIDE FINANCIAL ASSISTANCE TO METHODIST CHURCHES WITHIN THE STATE OF MAINE

Program Service Accomplishments

Program 1

Expenses: $25,444

GRANT TO DRESDEN RICHMOND UNITED METHODIST CHURCH

Program 2

Expenses: $5,893

GRANT TO PEOPLE'S UNITED METHODIST CHURCH

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

Financial Overview (2024)

Revenue Breakdown

Contributions & Grants $0

Program Service Revenue $0

Investment Income $76,687

Other Revenue $0

TOTAL REVENUE $76,687

Expense Breakdown

Grants Paid $30,001

Salaries & Benefits $6,682

Fundraising Expenses $0

Program Expenses $31,337

Other Expenses $267

TOTAL EXPENSES $36,950

Year-over-Year Comparison

	2024	2023	Change
Revenue	$76,687	$66,394	+0.2%
Expenses	$36,950	$31,038	+0.2%
Net Income	$39,737	$35,356	+0.1%

Key Indicators

✓ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required

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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

Governance

Voting Members

N/A

Independent Members

N/A

Employees

N/A

Volunteers

N/A

Governance Policies

✗ Conflict of Interest Policy

✗ Whistleblower Policy

✗ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School

✗ Operated a Hospital

✗ Provided First Class Travel

✗ Reported Conflict of Interest

✗ Reported Asset Diversion

✗ Excess Benefit Transaction

✗ Made Political Expenditures

✗ Engaged in Lobbying

✗ Operated Donor Advised Fund

✗ Maintained Art Collections

✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers

Total Directors

Key Employees

Highest Compensated

reported

Name	Title	Hours/Week	Role	Reportable Comp	Other Comp	Total
STATE STREET GLOBAL ADVISORS TRUST	TRUSTEE	1.0		$6,682	$0	$6,682

Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year	Revenue	Expenses	Assets	Net Income
2025	$76,687	$36,950	$754,249	$39,737
2024	$66,394	$31,038	$714,512	$35,356
2023	$10,164	$35,474	$679,156	$-25,310
2022	$73,046	$35,116	$704,466	$37,930
2021	$88,997	$30,797	$666,536	$58,200
2020	$54,107	$29,965	$608,336	$24,142
2019	$54,565	$30,767	$584,194	$23,798
2018	$59,393	$30,563	$560,396	$28,830